CSF Association

Logo CSF Association

+ 350 employees/users

JOB NEED

At the heart of the public service, the Crédit Social des Fonctionnaires Group, aided by its subsidiaries Créserfi and CSF Assurances, has been selecting and negotiating credit, savings and insurance solutions for its 2,000,000 members, civil servants and those in similar positions, for over 65 years.

“  The mortgage and borrower insurance market has entered a service-oriented era  ,” says  Marie-Pierre Fontaine, Deputy Managing Director of CSF.  To stand out and move from a siloed model to one where the member is at the heart of its concerns, CSF has initiated a digital transformation process to optimize the customer experience through an omnichannel approach to customer relations, streamline sales processes, automate its marketing processes, and improve access to customer service.

With support from Hardis Group, CSF has relied on Salesforce since 2019 to create and develop its new digital platform. The solution is used by all employees for prospecting, sales, marketing, and member services.

“  Hardis Group brought us three fundamental pillars: strong technical, business, and functional expertise; proven experience in large-scale transformation projects; and a management and responsiveness capacity that ensured the success of the entire project. This allowed us to quickly build a strong relationship of trust between the CSF and Hardis Group, as well as excellent collaboration between the teams,  ”  said Marie-Pierre Fontaine, Deputy Managing Director of the CSF.

“  Our digital platform, the foundation of which Hardis Group helped us to build, allows the IT department to perfectly play its role on a daily basis, as a ‘business partner’ to the operational teams, while also being a driving force for high value-added innovations  ,” adds  Benoit Leblanc, Deputy CIO of the CSF group .

PROJECT OBJECTIVE

  • Supporting the group’s digital transformation to strengthen individual and collective operational efficiency
  • Build a unique digital platform that offers a unified view of prospects and customers in order to respond more effectively to their expectations.
  • Gradually implement all processes: from opportunity management to contract signing, including after-sales service (member management and complaint requests).
  • Offering a more responsive, intuitive, and flexible customer service experience, from call centers to self-service portals
  • Develop new ways of communicating through seamless omnichannel customer journeys
  • Open the platform to facilitate monitoring and exchanges with the partner ecosystem
  • Having precise and tailored performance indicators across the entire chain allows for better management of activities in order to optimize processes and transformation.

MISSIONS COMPLETED

  • Project scoping to adapt a platform like Salesforce to the rich and complex business needs of the CSF
  • Implementation of Salesforce solutions and integration with websites, the production back office, and business tools
  • Support for launch, change management and team training

DEPLOYED SOLUTIONS

DEPLOYED SOLUTIONS

  • Modernizing CRM in response to the issue of obsolescence, a risk factor.
  • Guarantee of a platform that can be adapted through configuration and is scalable over the long term.
  • Development of self-care (appointment booking, management requests, etc.) meeting customer expectations and generating savings for the CSF.
  • Automation of business opportunity search (lead generation).
  • Integrated business tools that centralize information, saving time and increasing efficiency, and offering greater visibility (dashboards, list views, etc.)
  • Internalization of marketing operations based on prospects/customers (outbound calling campaigns, email campaigns, etc.) accompanied by precise management and detailed monitoring of results
  • A platform integrating operational tools (portfolios, contacts, visits, follow-ups, events…) that reinforce the deployment of a team of professional prospectors.
  • Review and integration of fundamentals in compliance matters (GDPR, AML/CFT…).
  • Information sharing and collaboration between teams
  • The IT department’s autonomy to evolve the solution according to emerging operational needs.

Insurance & Financial Services

+ 350 employees/users

Paris

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